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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I want to set up an example layout that a new user sees when they click the "Sample" button. The way I set it up is I made the first record the sample layout and the way I'd like it to work is as follows.

• Go to layout: Order Entry (Invoices)

Now here's the part I can't figure out how to script or even if its scriptable.

• Select Portal Row "Show Products" in Vendor_Selected relation. (its on this layout in the Invoices TO)

• Select Portal Row "ID#26557" in Products_Category relation. (its on this layout in the Invoices TO)

In this way everyone sees the same sample page and the written instuctions showing how everything works.

Is this possible or do I have to do it another way?

Milo

Posted

You can go to a field or named object in a portal row. That's how you make sure you're in the right portal. Then you can loop through with go to next row and exit the loop when you hit the desired row. Is that what you had in mind?

This topic is 6230 days old. Please don't post here. Open a new topic instead.

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